World Gold Trust
GLDM- Exchange
- NYSE
- Industry
- Commodity Contracts Brokers & Dealers
- SEC CIK
- 0001618181
No open-market purchases or sales by World Gold Trust insiders were filed in the last 90 days; 922 institutions reported holding it in 13F filings for Q2 2026, worth $14.3B in total; Semper Augustus is the only superinvestor holding it.
13F holders, Q3 2023
Institutional positions in World Gold Trust as of Sep 30, 2023. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 345
- +16 vs. Q2 2023
- Shares held
- 95.9M
- −11.6M (−10.8%) vs. Q2 2023
- Total value
- $3.52B
- −$580.3M (−14.2%) vs. Q2 2023
- New holders
- 52
- 130 more added
- Sold out
- 36
- 101 more reduced
5 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2023: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting GLDM on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 922 | $14.3B |
| Q1 2026 | 913 | $15.1B |
| Q4 2025 | 877 | $13.9B |
| Q3 2025 | 754 | $11.7B |
| Q2 2025 | 702 | $9.15B |
| Q1 2025 | 618 | $8.05B |
| Q4 2024 | 541 | $5.84B |
| Q3 2024 | 465 | $5.94B |
| Q2 2024 | 406 | $4.20B |
| Q1 2024 | 375 | $4.28B |
| Q4 2023 | 374 | $3.83B |
| Q3 2023 | 345 | $3.52B |
| Q2 2023 | 334 | $4.12B |
| Q1 2023 | 319 | $3.82B |
| Q4 2022 | 275 | $3.19B |
| Q3 2022 | 255 | $2.88B |
| Q2 2022 | 274 | $3.09B |
| Q1 2022 | 240 | $2.49B |
| Q4 2021 | 258 | $2.84B |
| Q3 2021 | 235 | $2.75B |
| Q2 2021 | 239 | $2.80B |
| Q1 2021 | 227 | $2.69B |
Institutions, Q3 2023
Shares, value and share of portfolio for each institution holding World Gold Trust; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fortis Advisors, LLC | 86,466 | $3.17M | 2.38% | −44,514−34.0% | Reduced |
| National Asset Management, Inc. | 85,657 | $3.14M | 0.08% | +242+0.3% | Added |
| Purus Wealth Management, LLC | 85,599 | $3.14M | 2.12% | −418−0.5% | Reduced |
| E Fund Management Co., Ltd. | 85,540 | $3.14M | 0.24% | +85,540 | New |
| Managed Asset Portfolios, LLC | 84,852 | $3.11M | 0.48% | +11,352+15.4% | Added |
| RSM US Wealth Management LLC | 84,684 | $3.10M | 0.11% | −7,996−8.6% | Reduced |
| Benjamin Edwards Inc | 82,298 | $3.02M | 0.71% | +3,199+4.0% | Added |
| Abbrea Capital, LLC | 80,979 | $2.97M | 0.47% | +525+0.7% | Added |
| Ci Investments Inc. | 80,534 | $2.95M | 0.02% | 00.0% | Unchanged |
| Upper Left Wealth Management, LLC | 79,427 | $2.91M | 3.03% | +2,294+3.0% | Added |
| BKD Wealth Advisors, LLC | 79,189 | $2.90M | 0.09% | +116+0.1% | Added |
| Baker Tilly Wealth Management, LLC | 78,702 | $2.89M | 0.48% | −17,986−18.6% | Reduced |
| MML Investors Services, LLC | 77,763 | $2.85M | 0.02% | −15,177−16.3% | Reduced |
| IFP Advisors, Inc | 77,491 | $2.84M | 0.13% | −18,220−19.0% | Reduced |
| Brookstone Capital Management | 72,469 | $2.84M | 0.06% | +485+0.7% | Added |
| Adventist Health System Sunbelt Healthcare Corp | 77,126 | $2.83M | 0.16% | −4,554,400−98.3% | Reduced |
| Integrated Advisors Network LLC | 76,661 | $2.81M | 0.17% | −2,485−3.1% | Reduced |
| Wallace Advisory Group, LLC | 73,546 | $2.80M | 2.01% | −20,277−21.6% | Reduced |
| Advisory Alpha, LLC | 74,829 | $2.75M | 0.14% | +6,784+10.0% | Added |
| Franklin Resources Inc | 74,348 | $2.73M | 0.00% | +26,500+55.4% | Added |
| Tokio Marine Asset Management Co Ltd | 74,000 | $2.71M | 0.17% | −1,300−1.7% | Reduced |
| Catalyst Capital Advisors LLC | 73,500 | $2.69M | 0.08% | 00.0% | Unchanged |
| Sentinel Pension Advisors Inc | 73,257 | $2.69M | 0.65% | +3,175+4.5% | Added |
| Rockefeller Capital Management L.P. | 72,884 | $2.67M | 0.01% | +1,665+2.3% | Added |
| Brinker Capital Investments, LLC | 72,070 | $2.64M | 0.03% | +18,802+35.3% | Added |
| Orion Portfolio Solutions, LLC | 72,070 | $2.64M | 0.03% | +18,802+35.3% | Added |
| Mariner, LLC | 71,982 | $2.64M | 0.01% | −2,821−3.8% | Reduced |
| China Universal Asset Management Co., Ltd. | 71,700 | $2.63M | 0.76% | +71,700 | New |
| Colony Group LLC | 70,831 | $2.60M | 0.04% | −859−1.2% | Reduced |
| Prime Capital Investment Advisors, LLC | 70,586 | $2.59M | 0.05% | +1,005+1.4% | Added |
| Evercore Wealth Management, LLC | 69,867 | $2.56M | 0.05% | +2,991+4.5% | Added |
| Marble Harbor Investment Counsel, LLC | 69,225 | $2.54M | 0.33% | −1,850−2.6% | Reduced |
| Mission Creek Capital Partners, Inc. | 67,479 | $2.47M | 0.83% | +898+1.3% | Added |
| Lodestar Private Asset Management LLC | 66,956 | $2.45M | 0.42% | +3,353+5.3% | Added |
| Cabot Wealth Management Inc | 66,608 | $2.44M | 0.37% | +129+0.2% | Added |
| Mid-American Wealth Advisory Group, Inc. | 65,450 | $2.42M | 1.95% | +65,450 | New |
| Quent Capital, LLC | 65,926 | $2.42M | 0.38% | +8,250+14.3% | Added |
| Team Financial Group, LLC | 62,314 | $2.28M | 1.89% | +62,314 | New |
| Kraematon Investment Advisors, Inc | 61,424 | $2.25M | 2.77% | −1,700−2.7% | Reduced |
| Arete Wealth Advisors, LLC | 61,420 | $2.25M | 0.39% | +8,795+16.7% | Added |
| Baker Ellis Asset Management LLC | 60,650 | $2.22M | 0.40% | −2,950−4.6% | Reduced |
| Wealthcare Advisory Partners LLC | 57,437 | $2.11M | 0.10% | −47,964−45.5% | Reduced |
| Jacobi Capital Management LLC | 56,990 | $2.09M | 0.24% | +541+1.0% | Added |
| EisnerAmper Wealth Management Corporate Benefits, LLC | 56,316 | $2.06M | 0.92% | +56,316 | New |
| GeoWealth Management, LLC | 55,705 | $2.04M | 0.23% | +353+0.6% | Added |
| Creative Planning | 54,468 | $2.00M | 0.00% | +23,481+75.8% | Added |
| Janney Montgomery Scott LLC | 53,576 | $1.96M | 0.01% | +53,576 | New |
| One Charles Private Wealth Services, LLC | 52,396 | $1.92M | 1.12% | +4,000+8.3% | Added |
| Mills Wealth Advisors LLC | 50,957 | $1.87M | 1.50% | +296+0.6% | Added |
| Walkner Condon Financial Advisors LLC | 50,806 | $1.86M | 0.49% | +1,659+3.4% | Added |
| Capstone Wealth Management Group, LLC | 50,491 | $1.85M | 1.92% | +4,072+8.8% | Added |
| Visionary Wealth Advisors | 48,754 | $1.79M | 0.14% | +3,330+7.3% | Added |
| Copperwynd Financial, LLC | 47,643 | $1.75M | 0.82% | +3,693+8.4% | Added |
| Nomura Asset Management Co Ltd | 46,600 | $1.71M | 0.01% | +46,600 | New |
| Lincoln National Corp | 46,372 | $1.70M | 0.03% | −925−2.0% | Reduced |
| Alliance Wealth Advisors, LLC | 44,595 | $1.63M | 0.61% | −11,924−21.1% | Reduced |
| Green Harvest Asset Management LLC | 42,368 | $1.55M | 0.06% | +793+1.9% | Added |
| Scotia Capital Inc. | 40,812 | $1.50M | 0.01% | −6,301−13.4% | Reduced |
| WFA of San Diego, LLC | 39,702 | $1.46M | 1.51% | −2,172−5.2% | Reduced |
| Beacon Pointe Advisors, LLC | 39,486 | $1.45M | 0.02% | +39,486 | New |
| Atria Investments LLC | 39,359 | $1.44M | 0.03% | +3,890+11.0% | Added |
| Richard Bernstein Advisors LLC | 38,964 | $1.43M | 0.03% | −576−1.5% | Reduced |
| Petix & Botte Co | 38,710 | $1.42M | 0.45% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 33,663 | $1.23M | 0.04% | −505−1.5% | Reduced |
| Comerica Bank | 32,741 | $1.20M | 0.01% | +32,741 | New |
| Essex Financial Services, Inc. | 32,572 | $1.19M | 0.14% | −381−1.2% | Reduced |
| Change Path, LLC | 31,333 | $1.15M | 0.08% | −27,017−46.3% | Reduced |
| Gradient Capital Advisors, LLC | 30,878 | $1.13M | 0.47% | −1,116−3.5% | Reduced |
| SWMG, LLC | 30,169 | $1.11M | 0.58% | +1,681+5.9% | Added |
| Global Wealth Management Investment Advisory, Inc. | 29,986 | $1.10M | 0.31% | +2,280+8.2% | Added |
| Forbes J M & Co LLP | 28,711 | $1.05M | 0.14% | 00.0% | Unchanged |
| Valicenti Advisory Services Inc | 28,672 | $1.05M | 0.36% | +2,213+8.4% | Added |
| JPMorgan Chase & Co | 28,427 | $1.04M | 0.00% | +7,683+37.0% | Added |
| Legacy Capital Wealth Partners, LLC | 27,829 | $1.02M | 0.28% | +27,829 | New |
| Tocqueville Asset Management L.P. | 27,580 | $1.01M | 0.02% | +75+0.3% | Added |
| Choate Investment Advisors | 25,760 | $944.4K | 0.04% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 25,500 | $934.6K | 0.03% | 00.0% | Unchanged |
| Leading Edge Financial Planning LLC | 24,897 | $912.7K | 0.58% | +2,132+9.4% | Added |
| Brown Miller Wealth Management, LLC | 24,653 | $903.8K | 0.50% | +7,823+46.5% | Added |
| Carret Asset Management, LLC | 23,673 | $867.9K | 0.12% | −572−2.4% | Reduced |
| Kendall Capital Management | 22,928 | $841.0K | 0.37% | +792+3.6% | Added |
| Steward Partners Investment Advisory, LLC | 22,490 | $824.5K | 0.01% | +4,019+21.8% | Added |
| CIBC Private Wealth Group, LLC | 22,419 | $821.9K | 0.00% | +67+0.3% | Added |
| Lloyd Advisory Services, LLC. | 22,316 | $818.1K | 0.27% | +22,316 | New |
| Norden Group LLC | 22,316 | $818.1K | 0.27% | +22,316 | New |
| Robinson Value Management, Ltd. | 22,122 | $811.0K | 0.60% | +372+1.7% | Added |
| Bridgewater Advisors Inc. | 21,565 | $790.6K | 0.13% | 00.0% | Unchanged |
| Acorn Wealth Advisors, LLC | 20,494 | $751.3K | 0.50% | −1,597−7.2% | Reduced |
| Diligent Investors, LLC | 20,488 | $751.1K | 0.23% | −350−1.7% | Reduced |
| Stansberry Asset Management, LLC | 20,294 | $744.0K | 0.13% | +5,933+41.3% | Added |
| Total Investment Management Inc | 19,899 | $729.5K | 0.10% | −70−0.4% | Reduced |
| Requisite Capital Management, LLC | 38,287 | $725.2K | 0.18% | +38,287 | New |
| Caldwell Trust Co | 19,132 | $701.4K | 0.10% | +4,885+34.3% | Added |
| Sargent Investment Group, LLC | 19,081 | $699.5K | 0.17% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 19,037 | $697.9K | 0.11% | −1,477−7.2% | Reduced |
| Advocacy Wealth Management Services, LLC | 17,465 | $640.3K | 0.07% | +17,465 | New |
| B.O.S.S. Retirement Advisors, LLC | 17,108 | $627.2K | 0.13% | +635+3.9% | Added |
| Lam Group, Inc. | 16,530 | $606.0K | 0.60% | +5,880+55.2% | Added |
| Intrua Financial, LLC | 16,078 | $589.4K | 0.11% | −10,263−39.0% | Reduced |
| Buckingham Strategic Partners | 15,773 | $578.2K | 0.03% | +15,773 | New |